Senior Investments Analyst

About Tides

Tides is a nonprofit and philanthropic organization committed to advancing social justice.  We work across the social sector to shift power to communities of color and other groups historically denied power. 

Centering equity and justice in everything we do, we collaborate in deep partnership with movement leaders, nonprofits, donors, foundations, and corporations to amplify the impact of their work by providing services like fiscal sponsorship, donor advised funds, grant making, and a variety of innovative solutions. Learn more at tides.org.

Position Summary 

The Senior Investment Analyst will provide key client management support in partnership with the VP, Impact Investing. The Sr. Investments Analyst will work directly with the VP, Impact Investing and other team members to serve clients with complex financial planning and impact investment needs and grow the Investments team strategies and offerings. The Senior Investment Analyst will also participate in the longer term cross functional projects to continually enhance the impact investment offerings and client experience. This role will drive impact and foster a culture that is grounded in Justice, Equity, Inclusion & Diversity (JEDI) and Tides core values – Future Focused, Accountability, Respect, Transparency and Collaboration. 

Essential Duties and Responsibilities 

• Regularly provide information about Tides impact investment services and solutions to new and existing clients.
• Maintain and evolve the impact investment roadmap to ensure progress based on learnings.
• Participate in the development of new investment clients and discuss investment products and services, investment strategies, investment performance, risk profiles and review of market conditions.
• Evaluate the performance of investments and make timely changes to a portfolio due to cash flows, rebalancing, guideline changes to meet investment client objectives.
• Develop and present long-term capital sufficiency analyses based on client goals, current financial data, inflation and investment assumptions.
• Maintain a current awareness of new impact investment strategies and instruments through regular investment research.
• Leverage landscape analysis to identify leading impact investment trends and recommend alterations or enhancements to Tides investments products and services.
• Contribute to the continuous improvement of investment screening processes with a particular focus on impact investments
• Regularly interact with clients regarding transactions, such as asset transfers and account opening procedures, researching client inquiries and conducting quarterly performance reviews.
• Provide client account onboarding and structuring.
• Partner with the VP, Impact Investing to prepare Board materials and summaries or for other client meetings.
• Work closely with internal operations teams to document procedures and support process improvement efforts including streamlining workstreams, data collection, data management, knowledge management, onboarding and training of new clients.
• Support ongoing efforts to optimize the client experience.
• Drive, evaluate and facilitate process improvement projects across cross-functional teams including Finance/Accounting, Marketing, Client Services, Strategic Partnerships, Legal, and Information Technology.

Knowledge, Skills, and Abilities 

• Passionate about Tides’ mission, vision, approach and values.
• Strong knowledge of investment products, services, basic investment/accounting concepts and terminology like IRR, TWR, distributed capital, performance benchmarking, cash flows, etc.
• Knowledge of direct investing and complex solution-making through investment policies, procedures and strategies.
• Knowledge of the impact investing field, strategies and approaches a plus.
• Ability to deal with ambiguity, vagueness, and complexity. Highly autonomous and emotionally intelligent.
• Ability to improve the end-user experience, working with business stakeholders, and thrive on the challenge of solving complex business problems in a fast-paced, rapidly growing organization.
• A self-starter with the ability to anticipate needs and act ahead of direct guidance in a fast-paced environment.
• A problem-solver - eager to optimize projects and processes for overall business operational efficiency.
• Ability to be resourceful, proactive, reliable, trustworthy, and assertive when necessary.
• Attention to detail, dedicati